In partnership with expert wealth management professionals, the Orchard Initiative offers a free, no-obligation comprehensive review of your financial holdings in order to make recommendations based on your specific objectives that will help you preserve, protect, and grow your portfolio in the most effective ways possible. This analysis covers all areas of planning including tax, legal, insurance, investments, and stewardship.
Though results are not guaranteed, participants in the Orchard Initiative have been able to protect and even grow their assets in a down economy, which is no small feat. They have also finished the process with a better understanding of how they can use finances to bless their families and expand the Kingdom.
Participants have said...
"We've never been helped to develop a comprehensive strategy or financial plan. We appreciated the focus on preserving wealth while getting expert advice on better investment return."
"We really felt heard through this process. It was good to have a comprehensive overview and make use of investments that protect us in a down market."
"For several years we have been extremely pleased with our relationship with the financial specialists recommended by CRM and with the good investment returns for retirement during a volatile market."
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Savvy and wise investors have used these money management tools for decades to increase their wealth, bless their families, and fund their favorite charities. It would be our honor to help you do the same!
If you’d like to learn more or sign up for a free, no-obligation review, please contact Sheri Price at orchardinitiative@crmleaders.org or by calling (800) 777-6658. You may also use the links at the right to learn more specific ways to become a better steward and live a more generous life.
